Nelson, Van Denburg & Campbell Wealth Management Group, LLC Invesco Bulletshares 2028 Muni Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.1 Billion
Q1 2024

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 9,601 shares of BSMS stock, worth $223,991. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,601

Previous 8,228 16.69%

Holding current value

$223,991

Previous $195,000 15.38%

% of portfolio

0.01%

Previous 0.01%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	BUY	$23.45 - $23.75 $32,196 - $32,608	1,373 Added 16.69%	9,601 $225,000
Q4 2023 Jan 30, 2024	SELL	$22.32 - $23.75 $99,748 - $106,138	-4,469 Reduced 35.2%	8,228 $195,000
Q3 2023 Oct 17, 2023	BUY	$22.53 - $23.52 $15,748 - $16,440	699 Added 5.83%	12,697 $286,000
Q2 2023 Jul 19, 2023	BUY	$23.08 - $23.89 $52,737 - $54,588	2,285 Added 23.53%	11,998 $280,000
Q1 2023 May 10, 2023	BUY	$23.18 - $23.92 $225,147 - $232,334	9,713 New	9,713 $229,000

Others Institutions Holding BSMS

# of Institutions

Shares Held

2.61M

Call Options Held

Put Options Held

View Full List

About INVESCO BULLETSHARES 2028 MUNI

Ticker BSMS
Sector ETFs
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC Invesco Bulletshares 2028 Muni Transaction History